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Mark Sheptoff Financial Planning’s Marathon Digital Holdings MARA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio MARA Stock Details MARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-800
Closed -$18.8K – 419
2023
Q4 		$18.8K Buy
+800
New +$10.1K 0.01% 234

Other funds holding MARA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mark Sheptoff Financial Planning's MARA Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of Marathon Digital Holdings (MARA) in Q1 2024, closing a stake of 800 shares — an estimated $18.8K sold.

Mark Sheptoff Financial Planning first reported a position in MARA in Q4 2023 and held it in 1 quarter. The position peaked at $18.8K in Q4 2023. 303 funds tracked by Wall St. Rank hold MARA as of Q1 2024.

  • Mark Sheptoff Financial Planning reported no remaining Marathon Digital Holdings position as of Q1 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 800 Marathon Digital Holdings shares in Q1 2024, an estimated $18.8K.
  • Mark Sheptoff Financial Planning first reported a position in Marathon Digital Holdings in Q4 2023 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Marathon Digital Holdings position peaked at $18.8K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q1 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2024, filed 10 May 2024.